據(jù)油價(jià)網(wǎng)11月21日消息稱，全球最大液化天然氣進(jìn)口國(guó)日本表示，2026年之前的全球長(zhǎng)期液化天然氣合同已售罄。目前，隨著歐洲尋求取代管道天然氣供應(yīng)，對(duì)這種燃料的競(jìng)爭(zhēng)日趨激烈。

彭博社(Bloomberg)援引日本經(jīng)濟(jì)產(chǎn)業(yè)省對(duì)日本企業(yè)進(jìn)行的一項(xiàng)調(diào)查，得出了液化天然氣交易售罄的估計(jì)。

由于歐洲一直在競(jìng)標(biāo)供應(yīng)，并已成為美國(guó)以外的液化天然氣現(xiàn)貨供應(yīng)的主要目的地，今年高企的液化天然氣現(xiàn)貨價(jià)格已將許多亞洲買家拒之門外。與此同時(shí)，市場(chǎng)的波動(dòng)和不確定性，以及對(duì)能源安全的擔(dān)憂，促使越來越多的買家尋求長(zhǎng)期合同。

伍德麥肯茲全球天然氣供應(yīng)首席分析師Kateryna Filippenko今年早些時(shí)候表示，對(duì)液化天然氣供應(yīng)的爭(zhēng)奪可能會(huì)引發(fā)第二波美國(guó)液化天然氣項(xiàng)目建設(shè)，但新供應(yīng)的開發(fā)需要時(shí)間。

但是，包括前幾年已經(jīng)做出最終投資決定的項(xiàng)目在內(nèi)，大部分新的液化天然氣供應(yīng)可能要到2026年之后才會(huì)出現(xiàn)。

Filippenko指出，直到2026年左右，“歐洲將不得不與亞洲競(jìng)爭(zhēng)邊際液化天然氣市場(chǎng)，以滿足需求——就像現(xiàn)在一樣。”

“歐洲和亞洲之間對(duì)有限液化天然氣的競(jìng)爭(zhēng)將非常激烈，直到2026年后新的供應(yīng)浪潮到來。在那之前，價(jià)格將不可避免地保持在高位。”

就日本而言，它是一個(gè)主要的液化天然氣進(jìn)口國(guó)，今年將重新成為全球最大的液化天然氣進(jìn)口國(guó)。

曹海斌 摘譯自 油價(jià)網(wǎng)

原文如下：

Global Long-Term LNG Contracts Are Sold Out Until 2026

The global long-term LNG contracts before 2026 are sold out, top importer Japan says, amid heated competition for the fuel as Europe seeks to replace Russian pipeline gas supply.

The estimate of sold-out LNG deals emerged from a survey of Japanese companies conducted by the local trade ministry and cited by Bloomberg.

High spot LNG prices have priced out many Asian buyers this year as Europe has been bidding for supply and has become the primary destination of spot LNG supply out of the United States. At the same time, market volatility and uncertainties, and concerns about energy security, have prompted a growing number of buyers to seek long-term contracts. 

The race for LNG supply could give rise to a second wave of U.S. LNG projects, but new supply will take time to develop, Kateryna Filippenko, Principal Analyst, Global Gas Supply, at Wood Mackenzie, said earlier this year.

But much of this new LNG supply, including from projects that have taken final investment decisions (FIDs) in previous years, is likely to come only after 2026.

Until around 2026, “Europe will have to compete with Asia for the marginal LNG molecule to satisfy demand – just as it is right now,” Filippenko noted.

“Competition between Europe and Asia for limited LNG will be intense until a new supply wave arrives after 2026. Prices will inevitably remain elevated until then.”  

Japan, for its part, is a major LNG importer and is set to regain its status as the world’s largest LNG importer this year.